The Accounting & Payroll Operations Specialist manages accounting tasks, payroll, commission reporting, and investor payments for a multi-entity organization, ensuring accuracy and compliance in financial operations.
Accounting & Payroll Operations Specialist
Wealth Without Wall Street / Strategic IBC
About the Role
We are seeking an experienced Accounting & Payroll Operations Specialist to serve as the financial operations backbone of a growing, multi-entity organization. This role owns accounting execution, payroll, commission reporting, and investor payments with a strong emphasis on accuracy, timeliness, and documentation.
This role reports directly to the Fractional CFO and works closely with Operations and Leadership to ensure financial clarity and confidence.
Core ResponsibilitiesAccounting & Financial Operations
- Manage daily transaction coding and reconciliation in QuickBooks Online across multiple entities
- Owns the monthly close process including journal entries, reconciliations, and intercompany activity
- Prepare monthly financial statements and supporting schedules
- Maintain clean, audit-ready books
Payroll & Compliance
- Run payroll across multiple entities with accuracy and consistency
- Maintain payroll setup, updates, and compliance documentation
- Manage W-9 collection and 1099-NEC preparation
- Serve as the point of contact for payroll-related questions
Commissions & Investor Payments
- Collect and validate life insurance commission data from multiple carriers
- Prepare accurate commission and affiliate payment reports
- Process debt fund investor payments accurately and on time
- Maintain documentation and audit trails for all payments
Process Ownership
- Document, maintain, and improve SOPs across accounting, payroll, commissions, and investor payments
- Reduce leadership involvement through clean systems and proactive execution
- Payroll runs accurately and consistently
- Commission reporting is clean, trusted, and timely
- SOPs are documented, improved, and followed
- Leadership is no longer involved in day-to-day financial operations
- Experience supporting 3-5+ entities
- 3–5+ years accounting and/or payroll experience
- Strong QuickBooks Online proficiency
- Strong Excel skills
- High attention to detail and ownership mindset
Applicants must:
- Complete the Culture Index
- Submit a resume
Applicants who do not complete both will not be considered.
Top Skills
Excel
Quickbooks Online
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